(Full booked) 1-2-1 Finance Advice Clinic with Kirsti Cox, St. James’s Place Wealth Management

Kirsti Cox, Associate Partner, St. James’s Place Wealth Management will offer WFTV members a 30-minute 1-2-1 session regarding their personal finances. If you’ve got any questions or concerns regarding anything to do with your personal finance life then book in your 1-2-1. These sessions are designed to provide advice that is tailored to your situation, so we will ask you to share your questions with Kirsti in advance alongside a breakdown of your finances so that you can make the most out of your session. Kirsti is happy to offer support to members at all stages of their career and savings goals.

About Kirsti

Kirsti provides a bespoke Wealth Management service to meet the needs of her clients. 

Kirsti specialises in meeting the financial requirements of clients who have created substantial wealth. 

Kirsti offers her clients a one-stop shop across all areas of financial planning, including;

• Building and preserving Capital

• Financial protection against risk

• Managing cash and borrowings

Kirsti flies in the space of ‘no regrets, do more of what you love, learn something new everyday and have FUN’.

Life ambition: Support women and girls to reach their FULL potential.

The 1-2-1 will be completed by a Zoom.us video or phone call.

Event Schedule 

10:00 – 10:30 Slot 1

10:45 – 11:15 Slot 2

11:30 – 12:00 Slot 3

12:15 – 12:45 Slot 4

This event is for existing WFTV members only.

If you are not a member and would like to join, membership costs just £100 + VAT/yr , please click here or email admin@wftv.org.uk

At WFTV, we want our events to be accessible for everyone. If you have any access requirements, please let us know in advance and we will do our best to accommodate you. Please contact admin@wftv.org.uk and we will get back to you as soon as possible.